On January 15th, TrendForce reported that OpenAI is stepping up its efforts to develop proprietary AI chips. The inaugural chip, internally codenamed 'Titan,' is projected to hit the market by the end of 2026, leveraging TSMC's cutting-edge 3-nanometer manufacturing technology. Additionally, plans are underway for a subsequent 2-nanometer version. At present, OpenAI predominantly depends on general-purpose GPUs supplied by NVIDIA and AMD. However, its self-designed ASIC chips are poised to offer enhanced customization capabilities tailored specifically for its advanced large language models. Looking ahead, the computing infrastructure might evolve into a hybrid setup, integrating ASICs alongside general-purpose GPUs. Nonetheless, the constrained production capacity of TSMC's state-of-the-art manufacturing processes poses significant hurdles for customized chips, particularly in terms of boosting performance and managing costs effectively.